By Ramzan Karmali
Publication Date: 2025-11-14 12:45:00
00:00 Jeetu Patel
Probably the most important pieces were our AI orders. We we typically um, you know, kind of um talk about AI infrastructure and how we are doing over there because there’s such a massive build out that’s happening with uh with hyperscalers and beyond. And we had um, last year we had guided for a billion dollars in orders.
00:32 Jeetu Patel
We um we we ended the year at 2 billion. So we were 100% over and this year in the first quarter alone, uh apples to apples we’re 1.3 billion in infrastructure orders from hyperscale customers. So that was that was certainly exciting and um, you know, the momentum continues and we are um, um, uh there’s a lot of innovation going on at Cisco, which is um, which is the core foundation of why you have we’re seeing good results.
01:00 Ramzan
Looking ahead to the year coming up, is that where the lion’s share of your revenue will continue to come from, do you think?
01:09 Jeetu Patel
Um…
